Zoho Books is a cloud-based accounting platform for managing invoices, bills, expenses, banking, and other financial records. Nexla connects to the Zoho Books REST API to read accounting data such as invoices, contacts, and transactions, and to write new records like invoices, bills, and expenses back into your organization.
Power end-to-end data operations for your Zoho Books API with Nexla. Our bi-directional Zoho Books connector is purpose-built for Zoho Books, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Zoho Books or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Zoho Books workflows fast, secure, and fully governed.
Features
Type: API
SourceDestination
Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
Request optimization with intelligent batching, retry, and caching to minimize API calls and costs
Zoho Books authenticates API requests with OAuth 2.0. Every request is sent to a region-specific base URL, carries an Authorization header of the form Zoho-oauthtoken <access-token>, and includes your organization_id as a query parameter. Before creating a Zoho Books credential in Nexla, gather the following from your Zoho account:
Register an application (a Self Client works well for server-to-server access). Zoho issues a Client ID and Client Secret for the application.
Generate a grant token for the required Zoho Books scopes (for example, ZohoBooks.fullaccess.all, or narrower read/write scopes for the resources you plan to use). For a Self Client, the grant token is single-use and short-lived by default.
Exchange the grant token for an access token and refresh token by making a POST request to the token endpoint for your region (for example, https://accounts.zoho.com/oauth/v2/token). Access tokens are short-lived; use the refresh token to obtain new ones as needed.
Determine your base URL based on the Zoho data center that hosts your organization. Common values are https://www.zohoapis.com/books/v3 (US), https://www.zohoapis.eu/books/v3 (EU), https://www.zohoapis.in/books/v3 (India), and https://www.zohoapis.com.au/books/v3 (Australia).
Retrieve your organization_id by calling the Organizations endpoint (GET /organizations). This ID identifies which Zoho Books organization your requests apply to and must be sent with every call.
After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.
Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.
Enter your region-specific Zoho Books API URL in the Base URL field (for example, https://www.zohoapis.com/books/v3).
Enter your Zoho OAuth access token in the OAuth Access Token field. Nexla sends this token in the Authorization header as Zoho-oauthtoken <token> on every request.
Enter your Zoho Books Organization ID in the Organization ID field. Nexla appends this as the organization_id query parameter on every request.
Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.
Zoho access tokens are short-lived. If requests begin to fail with authentication errors, refresh the token using your Zoho refresh token and update the credential. Treat your access token, refresh token, and client secret as sensitive values.
For detailed information about authentication, scopes, and available endpoints, see the Zoho Books API documentation.
To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Zoho Books connector tile, then select the credential that will be used to connect to Zoho Books, and click Next; or, create a new Zoho Books credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Zoho Books endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.
[Rest API] List Customer Payments
This endpoint template retrieves customer payments from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Users
This endpoint template retrieves users from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Invoices
This endpoint template retrieves invoices from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Purchase Orders
This endpoint template retrieves purchase orders from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Sales Orders
This endpoint template retrieves sales orders from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Transactions
This endpoint template retrieves bank transactions from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Contacts
This endpoint template retrieves contacts from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Banking
This endpoint template retrieves bank accounts from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Organizations
This endpoint template retrieves organizations from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Bills
This endpoint template retrieves bills from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Estimates
This endpoint template retrieves estimates from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Items
This endpoint template retrieves items from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Expenses
This endpoint template retrieves expenses from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Credit Notes
This endpoint template retrieves credit notes from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Journals
This endpoint template retrieves journals from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
[Rest API] List Taxes
This endpoint template retrieves taxes from your Zoho Books organization. Use this template when you need to bring this data into Nexla for analysis, reporting, or downstream integration.
Nexla fetches records from this Zoho Books endpoint using your configured credential. The organization_id from your credential is sent with every request, and Nexla follows Zoho Books pagination to retrieve all available records.
Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.
Zoho Books data sources can also be manually configured to ingest data from any valid Zoho Books API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.
Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Zoho Books data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.
Click the + icon on the Nexset that will be sent to the Zoho Books destination, and select the Send to Destination option from the menu. Select the Zoho Books connector from the list of available destination connectors, then select the credential that will be used to connect to Zoho Books, and click Next; or, create a new Zoho Books credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Zoho Books endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.
[Rest API] Create Invoice
This endpoint template lets you create a new invoice in Zoho Books using records from a Nexset. Use this template when you need to write data from your Nexla flows into Zoho Books.
Each record from your Nexset is sent as a JSON request body to Zoho Books. The organization_id from your credential is included with every request, and each record maps to a single create operation.
[Rest API] Create Contact
This endpoint template lets you create a new contact (customer or vendor) in Zoho Books using records from a Nexset. Use this template when you need to write data from your Nexla flows into Zoho Books.
Each record from your Nexset is sent as a JSON request body to Zoho Books. The organization_id from your credential is included with every request, and each record maps to a single create operation.
[Rest API] Create Bill
This endpoint template lets you create a new bill (vendor invoice) in Zoho Books using records from a Nexset. Use this template when you need to write data from your Nexla flows into Zoho Books.
Each record from your Nexset is sent as a JSON request body to Zoho Books. The organization_id from your credential is included with every request, and each record maps to a single create operation.
[Rest API] Create Expense
This endpoint template lets you create a new expense record in Zoho Books using records from a Nexset. Use this template when you need to write data from your Nexla flows into Zoho Books.
Each record from your Nexset is sent as a JSON request body to Zoho Books. The organization_id from your credential is included with every request, and each record maps to a single create operation.
[Rest API] Create Item
This endpoint template lets you create a new product or service item in Zoho Books using records from a Nexset. Use this template when you need to write data from your Nexla flows into Zoho Books.
Each record from your Nexset is sent as a JSON request body to Zoho Books. The organization_id from your credential is included with every request, and each record maps to a single create operation.
Zoho Books destinations can also be manually configured to send data to any valid Zoho Books API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.
Zoho Books APIs expect JSON payloads for write operations, and each request must include your organization_id. Ensure that records sent from your Nexset match the field structure that the target Zoho Books endpoint expects.
Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured Zoho Books endpoint, open the destination resource menu, and select Activate.
The Nexset data will not be sent to the Zoho Books endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.
